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Ben Finan,
CFP®
Senior Vice President, Senior Wealth Advisor
Edina, MN
Ben Finan,
CFP®
Senior Vice President, Senior Wealth Advisor
Edina, MN
Ben believes personalized advice leads to better outcomes. Through education and collaboration, he develops customized strategies designed to help clients achieve their unique financial goals.
Ben takes a personalized approach to helping clients achieve their financial goals. He begins with a comprehensive financial plan that serves as the foundation for key decisions involving investment diversification, income planning, tax strategies, and estate planning.
Ben began his career in the nonprofit sector, where he developed a passion for helping individuals and families reach their goals. That commitment to service led him to financial advising, where he found his true professional calling. Through roles at Fidelity and 1st Source Asset Advisors, he gained valuable experience guiding clients through complex financial decisions with thoughtful, personalized advice. Today, Ben is proud to call Lido Advisors his professional home, helping clients pursue their goals with confidence, clarity, and purpose.
After visiting all 50 states, Ben continues to seek out new destinations and experiences. When he’s not traveling, he enjoys chasing after his young children and cheering on Notre Dame athletics alongside his wife, Maria. Outside of work, Ben is passionate about serving his community and regularly contributes his time and talents to local and national nonprofit organizations.
- B.A., Economics, University of Notre Dame
- M.B.A., Ball State University
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